Kyle Bonke's questions to EPR Properties (EPR) leadership • Q2 2025
Question
An analyst on the line for Kyle Bonke of Truist Securities asked about the forward-looking production pipeline for the box office and whether the performance of the company's operating properties was trending ahead of a neutral earnings contribution for the year.
Answer
CEO Greg Silvers and CIO Greg Zimmerman expressed optimism about the film production pipeline, encouraged by new entrants like Apple and Amazon. CFO Mark Peterson clarified that while Q2 theater performance was strong, the full-year net contribution from operating properties is expected to be similar to the prior year, as stronger theater results are offset by weaker performance at the Kartrite resort, consistent with guidance.